See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,273 | $159,602-24.6% | $150,045-19.8% | $142,382-15.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 117.83% | 70.24%+47.6pp | 62.55%+55.3pp | 217.08%-99.2pp |
| Employer contribution / active EE | $10,377 | $4,961+109.2% | $4,693+121.1% | $4,299+141.4% |
| Participant deferral / active EE | $12,892 | $8,310+55.1% | $7,997+61.2% | $6,507+98.1% |
| Admin fee / account holder | $2,799 | $14,846-81.1% | $13,435-79.2% | $12,624-77.8% |